Legacy Trust has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $408 Billion distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.3B, Microsoft Corp with a value of $18.6B, Apple Inc. with a value of $15.9B, Palo Alto Networks Inc with a value of $13.5B, and United Rentals, Inc. with a value of $13.2B.
Examining the 13F form we can see an decrease of $7.17B in the current position value, from $415B to 408B.
Legacy Trust is based out at Grand Rapids, MI
Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.